Connect Copilot and Zenventory to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Create a New Item
Create a Customer Order
Create a Purchase Order
Update a Customer Order
Update a Purchase Order
Update an Item
Get a Item Details
Get a Customer Order
Get a Purchase Order
Generate CSV Export (Inventory) as CSV String
Generate CSV Export(Customer Orders) as CSV String
Ready to use Copilot and Zenventory automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
New Customer Order
Triggers when a new customer order is created.
New Item Created
Triggers when a new item is created.
New Purchase Order
Triggers when a new purchase order is created.
Customer Order Updated
Triggers when a customer order is updated.
New Transfer Order
Triggers when a new transfer order is created.
Do thisActions
Action is the task that follows automatically within your Copilot integrations.
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
Create Link
Creates a link in a specified files channel.
Create Folder
Creates a new folder.
Create File
Creates a file in a specified files channel.
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Frequently Asked Questions
To start, connect both your Copilot and Zenventory accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Zenventory (or vice versa).
Absolutely. You can customize how Copilot data is recorded in Zenventory. This includes choosing which data fields go into which fields of Zenventory, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and Zenventory typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Copilot and Zenventory. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn MoreAbout Zenventory
Zenventory is a robust web-based inventory management system for small to medium-sized businesses. It helps manage inventory, orders, and suppliers, integrating with popular shipping and e-commerce platforms to streamline operations.
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